Accounting automation starts with reliable data and clear checks. AI can help transfer information from invoices and receipts, but recognising an amount is not the same as approving an accounting entry.
Choose one document flow
Start with purchase invoices from a limited group of suppliers. Define the required fields: supplier, invoice number, date, amount and purchase-order reference. Keep the original document attached to the proposed entry.
Add checks before posting
Detect missing fields, duplicate invoice numbers and unexpected amounts. Send uncertain results to a person for review. Do not give a new system independent permission to execute payments.
Measure the complete process
Compare the time from receipt to a checked entry. Include corrections and exceptions in the measurement. Use a consistent sample to assess whether recognition is reliable enough for your documents.
Keep ownership clear
Let the bookkeeper define how proposals are reviewed and processed. Tax categories require an informed assessment; automatic recognition does not guarantee a correct return. Expand the workflow only when the pilot demonstrably reduces work without reducing control.
